Trusco upgrades to Advent APX for enhanced automation

The advisor upgraded to the APX platform from Advent's Axys trading and portfolio management system in order to achieve more integrated functionality across por-tfolio management, CRM and data management operations.

Greater accuracy

Sean Porrello, director of investment technology at Trusco, says the APX implementation has provided greater data accuracy and automation of processes at the firm. "Data integration and automation were the primary drivers for the upgrade," he explains. "The access

To continue reading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: